ShoreHaven Wealth Partners, LLC
Red Bank NJ · SEC CIK 0001844922
$2.78亿2026Q1 申报市值
103持仓数
49.5%前十大占比 · 第一大 12.4%
10 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CORO 新建仓+$1,009.57万
IVW 加仓+$480.05万
BLCR 新建仓+$447.61万
AVLV 加仓+$256.37万
GOVT 新建仓+$253.11万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$1,106.18万
DYNF 减仓-$410.88万
AVEM 减仓-$295.17万
IAU 减仓-$277.77万
IYW 清仓-$179.41万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | $563.55万 | 2.02% | 23,482 | 943 | 4.2% | $22.63万 | 加仓 |
| EFV | ISHARES TR | $601.16万 | 2.16% | 80,855 | -16,432 | -16.9% | -$122.17万 | 减仓 |
| VLU | SPDR SERIES TRUST | $627.76万 | 2.25% | 29,201 | 371 | 1.3% | $7.98万 | 加仓 |
| IWL | ISHARES TR | $629.25万 | 2.26% | 39,211 | 901 | 2.4% | $14.46万 | 加仓 |
| AAPL | APPLE INC | $655.21万 | 2.35% | 25,817 | -496 | -1.9% | -$12.59万 | 减仓 |
| DNL | WISDOMTREE TR | $699.88万 | 2.51% | 173,366 | 6,989 | 4.2% | $28.21万 | 加仓 |
| QUAL | ISHARES TR | $728.33万 | 2.62% | 37,971 | 72 | 0.2% | $1.38万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $795.75万 | 2.86% | 219,700 | 10,667 | 5.1% | $38.64万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $828.70万 | 2.98% | 251,503 | 61,610 | 32.4% | $203.00万 | 加仓 |
| TLT | ISHARES TR | $904.31万 | 3.25% | 104,315 | 4,769 | 4.8% | $41.34万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,009.57万 | 3.63% | 313,988 | 313,988 | — | $1,009.57万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,068.43万 | 3.84% | 132,593 | -36,631 | -21.6% | -$295.17万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,474.74万 | 5.30% | 253,479 | -70,622 | -21.8% | -$410.88万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,820.13万 | 10.13% | 349,848 | 31,804 | 10.0% | $256.37万 | 加仓 |
| IVW | ISHARES TR | $3,453.78万 | 12.40% | 305,347 | 42,441 | 16.1% | $480.05万 | 加仓 |